Financial Service Representative
One Detroit Credit Union
What’s your motivation? Opportunity, Creativity, Contribution? It’s all a part of working at One Detroit Credit Union! We are a mission driven credit union committed to empowering our members and strengthening our community. When you join 1DCU you become part of a team that values people, purpose and community impact. If you are looking for a role where you can make a difference every day, we encourage you to apply. Responsibilities Provides accurate, courteous, and timely professional service to existing and prospective members. Ability to operate branch working independently with little or no supervision. Meet and exceed branch membership and lending goals and objectives. Ability to build relationships with members and identify opportunities to cross sell credit union products and services to enhance their financial well-being. Process loan and new membership applications ensuring proper credit union processes are followed and adhered to. Process transfers between accounts and automatic distribution forms, recording all transactions according to member's request and credit union guidelines. Perform credit card advances, receive loan payments, and service charge payments as required. Assist members by providing information and answering questions about the credit union services and requirements/eligibility. Qualifications High school diploma or GED required. Some college level coursework preferred. Two years prior banking and customer service experience. Identifying opportunities to enhance member financial needs, goals and objectives. Excellent interpersonal and communication skills. Ability to handle confidential information with discretion. Basic computer skills and familiarity with financial systems. Professional business-like appearance. Must have a strong interest in giving back to the community. What sets you up for Success A passion for helping others. Strong problem-solving skills. A positive team-oriented attitude. Commitment to delivering outstanding service. #J-18808-Ljbffr One Detroit Credit Union
- ...Kroger stores. Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.m. Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the...SuggestedMonday to FridayFlexible hours
$70k - $100k
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...SuggestedWork at officeFlexible hours- ...the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health...SuggestedFor contractors
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be...SuggestedContract workTemporary workWork experience placementWork at office- ...A financial services firm is seeking a Senior Financial Advisor to manage high-net-worth clients and provide tailored financial solutions. Ideal candidates will have at least 10 years of experience, a Bachelor's degree, and certification like CFP or CFA. This role offers...SuggestedRemote workFlexible hours
$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to... ...stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Full timeTemporary workLocal areaFlexible hoursShift work$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...A financial services firm is seeking passionate and motivated individuals to conduct virtual consultations with clients, assessing their financial needs. This position offers flexibility with work-from-home options and is ideal for those looking to grow their career while...Weekly payRemote workWork from homeFlexible hours
- Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution... ...strategies, and research client service issues and investment questions. Additionally... ...qualifications: Registered Representative with experience working defined contribution...
$50k - $70k
...Bank Financial Advisor - Thumb Bank and Trust Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Thumb Bank and Trust in Sandusky...Local area- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent... ...strategies, and research client service issues and investment questions. Additionally... ...qualifications: Registered Representative with experience working defined contribution...
- ...Huntington Financial Advisory Group This position can sit anywhere with office space in South East MI. Summary The National Advice... ...Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions...Full timeTemporary workH1bWork at officeRemote workWork from homeFlexible hours
- Aramark is seeking a Unit Controller in Warren, Michigan. This role involves supporting financial planning services by improving business and financial processes. Responsibilities include coordinating reporting cycles, supervising analysis preparation, and ensuring financial...
- A leading financial services firm in Michigan is seeking a Financial Planning & Analysis Professional (FP&A) to develop financial analysis processes, enhance client relationships, and prepare comprehensive financial reports. The ideal candidate will have over 6 years of...Full time
- A leading financial services provider is seeking a Financial Analyst to support financial planning and analysis activities. You'll be responsible for budgeting, forecasting, and providing data-driven insights. The ideal candidate will have 1-4 years of financial analysis...
$80k - $92k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...collaborates with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the...Work at officeLocal area- ...membership working diligently to process their financial transactions and find positive... ...and cross-sell financial products and services to meet the current and future financial... ...growth targets. Serves as a professional representative of the credit union through all member...Temporary workWork at officeFlexible hours
- Hantz Group in Southfield, MI is seeking a Financial Advisor to join their team. This role involves developing client relationships and providing comprehensive financial planning services. Successful candidates will need a Bachelor’s degree or equivalent experience and...
- A major financial institution in Dearborn, MI seeks a Financial Advisor for its Advisor Development Program. This role involves working... ...ideal candidate has a Series 7 & 66, one year of financial services experience, and strong interpersonal skills. The position offers...Work at office
$58.44k - $93.5k
Overview This position provides personal financial services at assigned military installations. The counselor delivers a full breadth of personal financial counseling to military service members and their families, including one‑on‑one counseling, briefings, presentations...Temporary work- A leading financial services firm in Michigan seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. The successful candidate will have at least 2 years of financial advisory experience and superb relationship...
$58.44k - $93.5k
Magellan Federal is looking for a Personal Financial Counselor in Southfield, MI, to provide financial counseling services to military service members and their families. The role includes personal financial management, class coordination, and communication with military...Remote job- A financial services firm is seeking applicants for their Advisor Development Program as a Financial Advisor. Candidates should be ready to develop relationships with high-net worth individuals, align investment solutions with client goals, and collaborate with experienced...Full time
$118k
...is also life-changing for you - personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking... ...GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a...Work experience placement- ...their Michigan team. The role involves client consultation, application processing, and relationship building to foster trust in financial services. Candidates should have a minimum of 2 years in the mortgage industry, SAFE licensure, and possess excellent communication...Full time
- Michigan First Credit Union is seeking a Financial Services Representative for their Southgate branch. This role involves delivering outstanding service to members while building strong relationships. The ideal candidate will possess excellent communication skills and have...
$120k - $350k
1 week ago Be among the first 25 applicants Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter...Full timeFlexible hours- A leading financial services provider in Detroit is looking for motivated individuals to join as Financial Advisors. You will build strong client relationships, use tailored strategies to help clients achieve financial freedom, and enjoy a performance-based income with...
- A financial services agency in Michigan is looking for dedicated individuals to engage in virtual client consultations. You will assess client needs and build lasting relationships while benefiting from a flexible work-from-home environment. The role provides numerous...Work from homeFlexible hours
$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to... ...stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Temporary workLocal areaFlexible hours
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